Cinctive Capital Management’s LandBridge Co LB Stock Holding History

Cinctive Capital Management’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.95M	Buy	49,826 +43,525	+691%	+$2.99M	0.15%	198
2026 Q1	$435K	Sell	6,301 -120,613	-95%	-$7.67M	0.03%	304
2025 Q4	$6.22M	Buy	126,914 +71,425	+129%	+$4.15M	0.34%	80
2025 Q3	$2.96M	Buy	+55,489	New	+$3.06M	0.14%	211
2024 Q3	–	Sell	-250,000	Closed	-$5.79M	–	541
2024 Q2	$5.79M	Buy	+250,000	New	+$5.79M	0.28%	124

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cinctive Capital Management's LB Position: Q2 2026 in Review

Cinctive Capital Management increased its LandBridge Co (LB) stake by 691% in Q2 2026, buying an estimated $2.99M and bringing the position to 49,826 shares worth $3.95M. The position accounts for 0.15% of the portfolio, ranked #198.

Cinctive Capital Management first reported a position in LB in Q2 2024 and has held it in 5 quarters since. The position peaked at $6.22M in Q4 2025. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Cinctive Capital Management held 49,826 shares of LandBridge Co worth $3.95M as of Q2 2026.
Cinctive Capital Management bought 43,525 LandBridge Co shares in Q2 2026, an estimated $2.99M.
LandBridge Co made up 0.15% of Cinctive Capital Management's portfolio in Q2 2026, its #198 holding.
Cinctive Capital Management first reported a position in LandBridge Co in Q2 2024 and has held it in 5 quarters since.
Cinctive Capital Management's LandBridge Co position peaked at $6.22M in Q4 2025.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Cinctive Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.